SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.52B
1-Year Est. Return
21.17%
1 Year Est. Return
+21.17%
AUM
$3.33B
AUM Growth
+$191M
(+6.1%)
Holding
1,332
Top Buys
| 1 | +$13.5M | |
| 2 | +$4.45M | |
| 3 | +$3.81M | |
| 4 |
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
|
+$3.69M |
| 5 |
Innovator International Developed Power Buffer ETF September
ISEP
|
+$3.62M |
Top Sells
| 1 | +$9.12M | |
| 2 | +$8.82M | |
| 3 | +$8.08M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$6.4M |
| 5 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$6.07M |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Financials | 4.49% |
| 3 | Consumer Discretionary | 4.4% |
| 4 | Healthcare | 3.41% |
| 5 | Industrials | 3.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.79B
| – | – |
-6,314
|
|
||
|
IBIB
1327
DELISTED
iShares iBonds Oct 2025 Term TIPS ETF
IBIB
| – | – |
-8,160
|
|
||
1328
Interactive Brokers
IBKR
$32.7B
| – | – |
-6,232
|
|
||
|
IFN
1329
India Fund
IFN
$564M
| – | – |
-13,431
|
|
||
1330
iShares North American Natural Resources ETF
IGE
$695M
| – | – |
-4,470
|
|
||
1331
WisdomTree US Quality Growth Fund
QGRW
$2.15B
| – | – |
-9,579
|
|
||
1332
Restaurant Brands International
QSR
$23.6B
| – | – |
-4,352
|
|